5/2/2025 | Lineweaver Wealth Advisors LLC | 1,010,919 | $26.17M | 4.5% | +70.4% | 1.490% | |
4/30/2025 | Alps Advisors Inc. | 180,582 | $4.67M | 0.0% | +18.0% | 0.277% | |
4/30/2025 | Adapt Wealth Advisors LLC | 593,317 | $15.36M | 7.5% | +43.2% | 0.910% | |
4/30/2025 | Stratos Wealth Partners LTD. | 20,558 | $532K | 0.0% | N/A | 0.032% | |
4/30/2025 | Stratos Wealth Advisors LLC | 69,271 | $1.79M | 0.1% | N/A | 0.106% | |
4/30/2025 | Stratos Investment Management LLC | 2,651,970 | $68.65M | 3.7% | +35.3% | 4.069% | |
4/29/2025 | Bank of New York Mellon Corp | 1,932,956 | $50.04M | 0.0% | N/A | 2.966% | |
4/29/2025 | World Investment Advisors | 294,502 | $7.62M | 0.2% | +10.9% | 0.452% | |
4/28/2025 | Strategic Financial Concepts LLC | 9,016 | $233K | 0.0% | +14.8% | 0.014% | |
4/28/2025 | ABLE Financial Group LLC | 10,818 | $280K | 0.1% | N/A | 0.017% | |
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4/25/2025 | G&S Capital LLC | 18,859 | $488K | 0.2% | N/A | 0.029% | |
4/23/2025 | Riverbend Wealth Management LLC | 113,955 | $2.95M | 2.6% | +6.7% | 0.175% | |
4/23/2025 | Guardian Financial Partners LLC | 413,213 | $10.70M | 5.1% | +2.7% | 0.634% | |
4/21/2025 | Blue Trust Inc. | 5,080 | $131K | 0.0% | N/A | 0.008% | |
4/21/2025 | Advisory Resource Group | 545,393 | $14.12M | 2.9% | -5.4% | 0.837% | |
4/16/2025 | Wealth Enhancement Advisory Services LLC | 38,822,260 | $1.00B | 1.9% | +8.8% | 59.562% | |
4/16/2025 | NorthCrest Asset Manangement LLC | 238,408 | $6.17M | 0.2% | +174.0% | 0.366% | |
4/15/2025 | Traction Financial Partners LLC | 680,889 | $17.63M | 13.8% | N/A | 1.045% | |
4/11/2025 | Annex Advisory Services LLC | 3,496,658 | $90.51M | 2.6% | +17.9% | 5.365% | |
4/10/2025 | Fermata Advisors LLC | 84,791 | $2.20M | 0.4% | +6.2% | 0.133% | |
4/10/2025 | Nixon Peabody Trust Co. | 205,180 | $5.31M | 0.5% | N/A | 0.323% | |
3/17/2025 | Wealth Enhancement Advisory Services LLC | 35,667,256 | $910.23M | 1.7% | +32.8% | 59.218% | |
3/17/2025 | NorthCrest Asset Manangement LLC | 87,015 | $2.22M | 0.1% | +152.1% | 0.144% | |
2/25/2025 | Shufro Rose & Co. LLC | 1,844,088 | $47.06M | 3.6% | N/A | 6.681% | |
2/18/2025 | Vise Technologies Inc. | 28,136 | $718K | 0.1% | N/A | 0.102% | |
2/17/2025 | Coastal Bridge Advisors LLC | 15,084 | $385K | 0.1% | N/A | 0.055% | |
2/17/2025 | Citadel Advisors LLC | 36,283 | $926K | 0.0% | -43.3% | 0.131% | |
2/17/2025 | Adapt Wealth Advisors LLC | 414,451 | $10.58M | 5.2% | +20.1% | 1.502% | |
2/14/2025 | Jane Street Group LLC | 96,849 | $2.47M | 0.0% | +54.3% | 0.351% | |
2/14/2025 | Triumph Capital Management | 75,578 | $1.93M | 0.7% | +8.2% | 0.274% | |
2/14/2025 | Comerica Bank | 3,214 | $82K | 0.0% | N/A | 0.012% | |
2/14/2025 | Integrated Wealth Concepts LLC | 350,990 | $8.96M | 0.1% | -2.0% | 1.272% | |
2/13/2025 | First Foundation Advisors | 25,021 | $639K | 0.0% | N/A | 0.091% | |
2/13/2025 | Envestnet Asset Management Inc. | 34,055 | $869K | 0.0% | N/A | 0.123% | |
2/12/2025 | OLD Mission Capital LLC | 91,182 | $2.33M | 0.0% | N/A | 0.330% | |
2/12/2025 | JPMorgan Chase & Co. | 4,492 | $115K | 0.0% | N/A | 0.016% | |
2/11/2025 | LPL Financial LLC | 35,001 | $893K | 0.0% | +56.9% | 0.127% | |
2/11/2025 | Condor Capital Management | 43,858 | $1.12M | 0.1% | N/A | 0.159% | |
2/11/2025 | TAP Consulting LLC | 8,317 | $212K | 0.0% | N/A | 0.030% | |
2/10/2025 | Thrivent Financial for Lutherans | 340,034 | $8.68M | 0.0% | N/A | 1.232% | |
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2/10/2025 | Gallacher Capital Management LLC | 286,678 | $7.32M | 3.6% | +20.7% | 1.039% | |
2/10/2025 | Sovereign Investment Advisors LLC | 376,719 | $9.61M | 2.9% | +50.2% | 1.365% | |
2/10/2025 | Commonwealth Equity Services LLC | 22,309 | $569K | 0.0% | -28.1% | 0.081% | |
2/7/2025 | Riverbend Wealth Management LLC | 106,830 | $2.73M | 2.4% | N/A | 0.387% | |
2/5/2025 | Lineweaver Wealth Advisors LLC | 593,315 | $15.15M | 2.8% | +2.5% | 2.150% | |
2/4/2025 | Prasad Wealth Partners LLC | 487,842 | $12.45M | 4.0% | N/A | 1.768% | |
1/30/2025 | Strategic Financial Concepts LLC | 7,857 | $201K | 0.0% | N/A | 0.028% | |
1/30/2025 | Legacy Capital Wealth Partners LLC | 33,435 | $853K | 0.2% | N/A | 0.121% | |
1/29/2025 | Principle Wealth Partners LLC | 1,082,578 | $27.63M | 1.9% | -6.5% | 3.922% | |
1/28/2025 | Advisory Resource Group | 576,334 | $14.71M | 3.1% | -5.4% | 2.088% | |
1/28/2025 | Apollon Wealth Management LLC | 26,823 | $685K | 0.0% | -1.9% | 0.097% | |
1/28/2025 | Spectrum Investment Advisors Inc. | 161,671 | $4.13M | 2.8% | N/A | 0.586% | |
1/28/2025 | Strategic Financial Concepts LLC | 200,503 | $51K | 0.0% | N/A | 0.726% | |
1/27/2025 | Stratos Investment Management LLC | 1,959,640 | $50.01M | 3.0% | -0.5% | 7.100% | |
1/16/2025 | Annex Advisory Services LLC | 2,966,770 | $75.71M | 2.3% | +81.9% | 10.749% | |
1/15/2025 | Fermata Advisors LLC | 79,839 | $2.04M | 0.4% | -9.4% | 0.289% | |
1/15/2025 | Guardian Financial Partners LLC | 402,471 | $10.27M | 6.1% | +4.1% | 1.458% | |
1/10/2025 | Wealth Enhancement Advisory Services LLC | 26,875,912 | $710.60M | 1.5% | +0.0% | 97.376% | |
1/2/2025 | Old Port Advisors | 33,163 | $846K | 0.2% | N/A | 0.120% | |
11/25/2024 | World Investment Advisors LLC | 265,971 | $7.03M | 0.2% | +0.7% | 0.964% | |
11/20/2024 | Advisory Resource Group | 608,923 | $16.10M | 3.4% | -1.3% | 2.206% | |
11/15/2024 | Jane Street Group LLC | 62,772 | $1.66M | 0.0% | +105.8% | 0.227% | |
11/15/2024 | Integrated Wealth Concepts LLC | 358,251 | $9.47M | 0.1% | +4.4% | 1.298% | |
11/14/2024 | Flow Traders U.S. LLC | 37,619 | $995K | 0.1% | N/A | 0.136% | |
11/5/2024 | Apollon Wealth Management LLC | 27,351 | $723K | 0.0% | N/A | 0.099% | |
11/1/2024 | Assetmark Inc. | 2,272 | $60K | 0.0% | N/A | 0.008% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 26,862,866 | $710.25M | 1.5% | +20.7% | 97.329% | |
10/24/2024 | NorthCrest Asset Manangement LLC | 34,512 | $912K | 0.0% | +67.6% | 0.125% | |
10/18/2024 | Stratos Investment Management LLC | 1,969,650 | $52.08M | 3.6% | +9.0% | 7.136% | |
10/10/2024 | Annex Advisory Services LLC | 1,631,326 | $43.13M | 1.4% | +47.9% | 5.911% | |
10/9/2024 | Fermata Advisors LLC | 88,089 | $2.33M | 0.5% | -1.8% | 0.319% | |
8/6/2024 | Adapt Wealth Advisors LLC | 166,174 | $4.23M | 2.7% | N/A | 0.602% | |
7/31/2024 | Commonwealth Equity Services LLC | 39,894 | $1.02M | 0.0% | +6.9% | 0.145% | |
7/25/2024 | POM Investment Strategies LLC | 1,189 | $30K | 0.0% | N/A | 0.004% | |
7/24/2024 | Advisory Resource Group | 617,097 | $15.71M | 3.5% | -12.5% | 2.236% | |
7/16/2024 | NorthCrest Asset Manangement LLC | 20,595 | $524K | 0.0% | N/A | 0.075% | |
7/16/2024 | Wealth Enhancement Advisory Services LLC | 22,255,273 | $566.62M | 1.3% | +11.7% | 80.635% | |
7/15/2024 | Guardian Financial Partners LLC | 370,199 | $9.43M | 6.3% | +1.2% | 1.341% | |
7/13/2024 | Fermata Advisors LLC | 89,749 | $2.29M | 0.5% | +8.4% | 0.325% | |
7/12/2024 | Annex Advisory Services LLC | 1,103,025 | $28.08M | 1.0% | +14.7% | 3.996% | |
5/17/2024 | Advisory Resource Group | 704,991 | $18.09M | 4.2% | -8.3% | 2.554% | |
4/27/2024 | Guardian Financial Partners LLC | 365,818 | $9.39M | 6.4% | N/A | 1.383% | |
4/25/2024 | Triumph Capital Management | 23,652 | $604K | 0.2% | N/A | 0.089% | |
4/23/2024 | Principle Wealth Partners LLC | 1,278,274 | $32.81M | 2.6% | +2.1% | 0.000% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 19,926,994 | $511.43M | 1.3% | N/A | 0.000% | |
4/12/2024 | Fermata Advisors LLC | 82,817 | $2.13M | 0.5% | N/A | 0.000% | |
4/12/2024 | Annex Advisory Services LLC | 961,611 | $24.68M | 0.9% | N/A | 0.000% | |
2/5/2024 | Principle Wealth Partners LLC | 1,252,341 | $32.55M | 2.8% | N/A | 0.000% | |
1/24/2024 | Stratos Investment Management LLC | 1,648,434 | $42.84M | 5.1% | N/A | 0.000% | |